What investments can I import in the US version?
You can connect your brokerage accounts with that you can track stocks and mutual funds through various brokerage institutions. You can also import your crypto investments.
How can I track my Indian investments?
You can toggle to the Indian version of the app from the top header or side menu, this will allow you to import your investments such as stocks, mutual funds, EPF, FD, Gold, and more. To import these investments successfully please ensure that your PAN and phone number are linked to validate the OTP.
What details are required to import Indian stocks and mutual funds?
We provide direct integration to stocks and mutual funds imports. For stocks, you can choose the broker you want to import this will redirect you to your broker login where you need to log in to broker and authenticate the syncing of your investments.
In case you don't find your broker in the list you can choose “Don't see your broker?” with this option you need to provide your phone number and PAN number, verify the OTP, select CDSL/NSDL, and select all the demat accounts you want to track mentioned under CDSL/NSDL. Once you consent to import your investments will be fetched and synced daily.
For mutual funds, your investments are directly fetched using PAN and Phone number combination with OTP verification.
Is my portfolio data secure on InvestMates?
InvestMates takes the security and privacy of your portfolio information seriously. We employ robust security measures used by financial institutions and nationalized banks, including advanced AES-256 encryption, TLS 1.3, and multi-factor authentication, to safeguard your data. Your portfolio information is protected, strictly read-only, and accessible only to you.
How do I reach out for help?
You can reach out to for help directly from the app, we have a help icon on the app’s header in the top right corner. Click on it to chat with us, explain to us what help you need related to our app and our team will respond within a few hours.
Please note we do not provide any direct/indirect investment advice in our help section but queries are only limited to app usage.
How can I create a Family Portfolio?
You can create a family portfolio by going to the portfolio holdings screen check the top right corner of the screen header you will see the family portfolio button to create a family portfolio. You can start by giving your family a name, adding family member as a virtual user, or inviting them to join as real users. After this, you can start importing your family member’s investments.